Tearsheet

Power Solutions International (PSIX)


Market Price (6/18/2026): $38.97 | Market Cap: $898.1 MilSector: Industrials | Industry: Industrial Machinery & Supplies & Components

Power Solutions International (PSIX)


Market Price (6/18/2026): $38.97
Market Cap: $898.1 Mil
Sector: Industrials
Industry: Industrial Machinery & Supplies & Components

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 11%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 7.2%

Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 39%

Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -31%

Megatrend and thematic drivers
Megatrends include Hydrogen Economy, US Energy Independence, and Smart Grids & Grid Modernization. Themes include Hydrogen Infrastructure, Show more.

Weak revenue growth
Rev Chg QQuarterly Revenue Change % is -5.1%

High stock price volatility
Vol 12M is 102%

Key risks
PSIX key risks include [1] lingering accounting and governance issues, Show more.

0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 11%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 7.2%
1 Strong revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is 39%
2 Valuation becoming less expensive
P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -31%
3 Megatrend and thematic drivers
Megatrends include Hydrogen Economy, US Energy Independence, and Smart Grids & Grid Modernization. Themes include Hydrogen Infrastructure, Show more.
4 Weak revenue growth
Rev Chg QQuarterly Revenue Change % is -5.1%
5 High stock price volatility
Vol 12M is 102%
6 Key risks
PSIX key risks include [1] lingering accounting and governance issues, Show more.

Valuation & Metrics

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Updated on 6/1/2026

Power Solutions International (PSIX) stock has lost about 55% since 2/28/2026 because of the following key factors:

1. Significant Earnings Misses and Margin Contraction. Power Solutions International reported deeply disappointing financial results, including a Q4 2025 gross margin collapse to 21.9% from 29.9% in the prior-year quarter, and a 31% decrease in net income. This led to a nearly 29% stock plunge in March 2026. The trend continued with Q1 2026 earnings, where adjusted EPS of $0.36 missed analysts' estimates of $0.74 by 51%, and revenue of $128.6 million missed the consensus of $160.8 million by 20%. Q1 2026 gross margin further contracted to 22.9% from 29.7% year-over-year. This consistent underperformance relative to expectations triggered subsequent stock declines of approximately 15% in May 2026.

2. Persistent Operational Inefficiencies and Elevated Production Costs. A core reason for the margin erosion was cited by the company as "operating inefficiencies related to our accelerated production ramp-up for data center product lines" in Q4 2025. This was reiterated in Q1 2026, with elevated production costs for data center applications and a less favorable mix of oil and gas products weighing on gross margins. These ongoing challenges in scaling production profitably for a key growth segment directly impacted investor confidence.

Show more
Updated on 6/1/2026

Power Solutions International (PSIX) stock has lost about 55% since 2/28/2026 because of the following key factors:

1. Significant Earnings Misses and Margin Contraction. Power Solutions International reported deeply disappointing financial results, including a Q4 2025 gross margin collapse to 21.9% from 29.9% in the prior-year quarter, and a 31% decrease in net income. This led to a nearly 29% stock plunge in March 2026. The trend continued with Q1 2026 earnings, where adjusted EPS of $0.36 missed analysts' estimates of $0.74 by 51%, and revenue of $128.6 million missed the consensus of $160.8 million by 20%. Q1 2026 gross margin further contracted to 22.9% from 29.7% year-over-year. This consistent underperformance relative to expectations triggered subsequent stock declines of approximately 15% in May 2026.

2. Persistent Operational Inefficiencies and Elevated Production Costs. A core reason for the margin erosion was cited by the company as "operating inefficiencies related to our accelerated production ramp-up for data center product lines" in Q4 2025. This was reiterated in Q1 2026, with elevated production costs for data center applications and a less favorable mix of oil and gas products weighing on gross margins. These ongoing challenges in scaling production profitably for a key growth segment directly impacted investor confidence.

3. Securities Fraud Class Action Lawsuits. Multiple law firms initiated investigations and filed class-action lawsuits against Power Solutions International. These lawsuits allege that the company overstated its ability to capture data center market demand and understated manufacturing inefficiencies. These legal challenges, which included a lead plaintiff deadline of May 19, 2026, created a significant legal overhang and contributed to negative investor sentiment.

4. Substantial Insider Selling by Institutional Investors. Several large institutional investors significantly reduced their holdings during this period. Notably, PORTOLAN CAPITAL MANAGEMENT, LLC removed an estimated $11,188,240 worth of shares from its portfolio in Q4 2025, and ANTIPODES PARTNERS LTD removed an estimated $10,686,631 worth of shares in Q1 2026. This pattern of significant insider selling, totaling $57.6 million in open-market transactions against $55.7 thousand in purchases over the last year, indicated a lack of confidence from informed stakeholders.

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Stock Movement Drivers

Fundamental Drivers

The -53.4% change in PSIX stock from 2/28/2026 to 6/17/2026 was primarily driven by a -44.7% change in the company's P/E Multiple.
(LTM values as of)22820266172026Change
Stock Price ($)83.5038.92-53.4%
Change Contribution By: 
Total Revenues ($ Mil)6757165.9%
Net Income Margin (%)17.9%14.3%-20.4%
P/E Multiple15.98.8-44.7%
Shares Outstanding (Mil)2323-0.1%
Cumulative Contribution-53.4%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2026 to 6/17/2026
ReturnCorrelation
PSIX-53.4% 
Market (SPY)8.3%39.1%
Sector (XLI)1.7%37.2%

Fundamental Drivers

The -28.0% change in PSIX stock from 11/30/2025 to 6/17/2026 was primarily driven by a -20.4% change in the company's Net Income Margin (%).
(LTM values as of)113020256172026Change
Stock Price ($)54.0838.92-28.0%
Change Contribution By: 
Total Revenues ($ Mil)6757165.9%
Net Income Margin (%)17.9%14.3%-20.4%
P/E Multiple10.38.8-14.6%
Shares Outstanding (Mil)2323-0.1%
Cumulative Contribution-28.0%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 6/17/2026
ReturnCorrelation
PSIX-28.0% 
Market (SPY)9.0%38.0%
Sector (XLI)17.6%40.3%

Fundamental Drivers

The -8.1% change in PSIX stock from 5/31/2025 to 6/17/2026 was primarily driven by a -26.8% change in the company's P/E Multiple.
(LTM values as of)53120256172026Change
Stock Price ($)42.3738.92-8.1%
Change Contribution By: 
Total Revenues ($ Mil)51671638.6%
Net Income Margin (%)15.7%14.3%-9.3%
P/E Multiple12.08.8-26.8%
Shares Outstanding (Mil)2323-0.2%
Cumulative Contribution-8.1%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2025 to 6/17/2026
ReturnCorrelation
PSIX-8.1% 
Market (SPY)27.2%39.2%
Sector (XLI)27.4%36.3%

Fundamental Drivers

The 910.9% change in PSIX stock from 5/31/2023 to 6/17/2026 was primarily driven by a 305.0% change in the company's Net Income Margin (%).
(LTM values as of)53120236172026Change
Stock Price ($)3.8538.92910.9%
Change Contribution By: 
Total Revenues ($ Mil)49971643.4%
Net Income Margin (%)3.5%14.3%305.0%
P/E Multiple5.08.874.7%
Shares Outstanding (Mil)2323-0.4%
Cumulative Contribution910.9%

LTM = Last Twelve Months as of date shown

Market Drivers

5/31/2023 to 6/17/2026
ReturnCorrelation
PSIX910.9% 
Market (SPY)84.3%7.4%
Sector (XLI)93.9%4.2%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
PSIX Return0%0%0%673%92%-32%914%
Peers Return25%-1%16%30%24%50%250%
S&P 500 Return27%-19%24%23%16%10%100%

Monthly Win Rates [3]
PSIX Win Rate0%0%0%8%50%50% 
Peers Win Rate60%45%43%65%62%67% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
PSIX Max Drawdown0%0%0%-47%-57%-63% 
Peers Max Drawdown-22%-36%-25%-15%-29%-16% 
S&P 500 Max Drawdown-5%-25%-10%-8%-19%-9% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: CMI, CAT, GNRC, WAB, DE.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/17/2026 (YTD)

How Low Can It Go

EventPSIXS&P 500
2025 US Tariff Shock
  % Loss-49.6%-18.8%
  % Gain to Breakeven98.4%23.1%
  Time to Breakeven42 days79 days
2020 COVID-19 Crash
  % Loss-53.8%-33.7%
  % Gain to Breakeven116.3%50.9%
  Time to Breakeven1736 days140 days
2016-2017 Trump Reflation Bond Selloff
  % Loss-73.2%-3.7%
  % Gain to Breakeven273.2%3.9%
  Time to Breakeven59 days6 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-71.9%-12.2%
  % Gain to Breakeven255.6%13.9%
  Time to Breakeven3227 days62 days
2014-2016 Oil Price Collapse
  % Loss-84.7%-6.8%
  % Gain to Breakeven553.4%7.3%
  Time to Breakeven3429 days15 days

Compare to CMI, CAT, GNRC, WAB, DE

In The Past

Power Solutions International's stock fell -49.6% during the 2025 US Tariff Shock. Such a loss loss requires a 98.4% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

EventPSIXS&P 500
2025 US Tariff Shock
  % Loss-49.6%-18.8%
  % Gain to Breakeven98.4%23.1%
  Time to Breakeven42 days79 days
2020 COVID-19 Crash
  % Loss-53.8%-33.7%
  % Gain to Breakeven116.3%50.9%
  Time to Breakeven1736 days140 days
2016-2017 Trump Reflation Bond Selloff
  % Loss-73.2%-3.7%
  % Gain to Breakeven273.2%3.9%
  Time to Breakeven59 days6 days
2015-2016 China Devaluation / Global Growth Scare
  % Loss-71.9%-12.2%
  % Gain to Breakeven255.6%13.9%
  Time to Breakeven3227 days62 days
2014-2016 Oil Price Collapse
  % Loss-84.7%-6.8%
  % Gain to Breakeven553.4%7.3%
  Time to Breakeven3429 days15 days

Compare to CMI, CAT, GNRC, WAB, DE

In The Past

Power Solutions International's stock fell -49.6% during the 2025 US Tariff Shock. Such a loss loss requires a 98.4% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Power Solutions International (PSIX)

Power Solutions International (PSIX) is a U.S.-based company that designs, engineers, manufactures, and sells a range of engines and power systems internationally. Its core business centers on providing alternative-fueled power systems for both off-highway industrial equipment and on-road vehicles. The company also specializes in developing large, custom-engineered integrated electrical power generation systems.

PSIX's product portfolio is comprehensive, offering everything from basic engine blocks integrated with fuel system components to complete packaged power systems. These full systems often include crucial elements like cooling, electronic, air intake, fuel, exhaust, and hydraulic systems, along with enclosures and various other assembled components. Their engines are versatile, designed to operate on multiple fuel types such as natural gas, propane, gasoline, diesel, and biofuels, available in both compression and spark-ignited internal combustion configurations.

The company serves a diverse set of primary customers and markets, including original equipment manufacturers (OEMs) who integrate PSIX's power solutions into their final products. Key end markets span energy (e.g., standby power generation, oil and gas compression), industrial (e.g., forklifts, wood chippers, irrigation pumps, ground support equipment), and transportation (e.g., vocational trucks, buses, utility tractors). PSIX maintains a global presence, with operations in North America, the Pacific Rim, Europe, and other international regions.

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1. They are like a Cummins for alternative-fueled engines and custom industrial power solutions.

2. Imagine them as a Generac, but for large-scale, custom-engineered industrial power generation systems.

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  • Internal Combustion Engines: PSIX manufactures and sells compression and spark-ignited engines designed to run on various fuels including natural gas, propane, gasoline, diesel, and biofuels.
  • Alternative-Fueled Power Systems: The company provides power systems specifically designed to operate on alternative fuels for integration into off-highway industrial equipment and on-road vehicles.
  • Electrical Power Generation Systems: PSIX offers large, custom-engineered integrated systems for generating electrical power.
  • Packaged Power Systems: These are complete, integrated engine-based power solutions that include all necessary components such as fuel, cooling, and electronic systems.

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Power Solutions International (PSIX) primarily sells its engines and power systems to other companies, specifically Original Equipment Manufacturers (OEMs) in various industrial, energy, and transportation markets.

While the provided background description does not extensively list other specific major customer companies by name, it does highlight a significant strategic relationship:

  • Weichai Power Co., Ltd. (HKEX: 2338 / SZSE: 000338) - Power Solutions International has a strategic collaboration agreement with Weichai Power. Given PSIX's offerings of engines and power systems and Weichai Power's position as a major manufacturer of commercial vehicles and power systems, this strategic collaboration strongly indicates a significant business relationship, likely involving Weichai Power as a major customer or a strategic channel partner for PSIX's products.

PSIX's products are integrated into a wide range of equipment by these OEMs, which operate in markets such as:

  • Industrial Equipment: Including manufacturers of forklifts, wood chippers, stump grinders, sweepers/industrial scrubbers, aerial lift platforms/scissor lifts, irrigation pumps, oil and gas compression/lift equipment, off-road utility vehicles, ground support equipment, and ice resurfacing equipment.
  • Transportation: Including manufacturers of light and medium duty vocational trucks and vans, school and transit buses, and terminal and utility tractors.
  • Power Generation: Including manufacturers of standby and prime power generation systems, demand response solutions, microgrids, renewable energy resiliency systems, and combined heat and power (CHP) systems.

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  • Weichai Power Co., Ltd. (HKEX: 2338, SZSE: 000338)

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Dino Xykis, Chief Executive Officer

Dino Xykis was appointed as the Chief Executive Officer of Power Solutions International, Inc. on April 24, 2023. Prior to this, he served as the Interim Chief Executive Officer from June 1, 2022, to April 24, 2023. Mr. Xykis was also appointed as the Company's Chief Technical Officer on March 15, 2021, and retains this role. In this capacity, he is responsible for the oversight of the Company's advanced product development, engineering design and analysis, on-highway engineering, applied engineering, emissions and certification, Waterford, Michigan engineering operations, program management, and product strategic planning. He has more than 30 years of professional experience in multi-disciplined engineering areas, including senior management and executive positions. Mr. Xykis joined Power Solutions International in 2010. He also has experience as an Adjunct Professor of Mechanical Engineering and Mechanics at the Milwaukee School of Engineering.

Kenneth Li, Chief Financial Officer

Xun (Kenneth) Li joined Power Solutions International, Inc. as its Chief Financial Officer, effective August 29, 2022. He brings over 20 years of professional experience in finance, accounting, financial planning & analysis, internal controls, and strategy. Most recently, Mr. Li served as Chief Financial Officer for ND Paper, a pulp, packaging, and paper company, from 2020 to August 2022. In that role, he was part of the executive leadership management team with primary responsibility for finance, accounting, tax, auditing, treasury, risk management, internal audit, and strategic planning, and served as a strategic advisor to the CEO. Prior to ND Paper, Mr. Li was with Caterpillar Inc. from 2008 through 2020, holding various financial leadership positions, including CFO of the global mining machine product group from 2013 to 2020. Before Caterpillar, he held finance leadership roles of increasing responsibility at Ford Motor Company from 2003 to 2008. Mr. Li holds an MBA with high distinction and an M.S. in Accounting from the University of Michigan, an M.S. in Mechanical Engineering from the University of Oklahoma, and a B.S. in Mechanical Engineering from Shanghai JiaoTong University.

Dorothy Du, General Counsel and Corporate Secretary

Dorothy Du serves as the General Counsel and Corporate Secretary for Power Solutions International, Inc.

William Buzogany, VP of Human Resources & Senior Counsel

William Buzogany is the VP of Human Resources & Senior Counsel at Power Solutions International, Inc.

Jason Lin, Chief Quality Officer

Jason Lin holds the position of Chief Quality Officer at Power Solutions International, Inc.

AI Analysis | Feedback

The key risks to Power Solutions International (PSIX) are:

1. Going Concern Doubts and Financial Health

Auditor BDO LLP raised "going concern doubts" in March 2026, indicating concerns about Power Solutions International's ability to continue as an operating entity despite its strong full-year 2025 results. This is compounded by negative Q4 free cash flow, approximately $96.6 million in debt as of December 31, 2025, and broader liquidity pressures inherent in its capital-intensive business. The company's stock also experienced a significant decline after the going concern warning.

2. Margin Compression and Profitability Pressures

Power Solutions International has faced significant gross margin compression, with Q4 2025 gross margins falling to 21.9% from 29.9% in the prior year. This decline is attributed to the accelerated manufacturing capacity ramp-up for data center backup power products, strong sales of lower-margin products, and temporary production inefficiencies. These factors have led to a decrease in net income despite revenue growth, raising concerns about the sustainability of the company's profitability.

3. Governance Issues and Influence of Weichai Power / Geopolitical Tensions

The influence and control of Chinese majority owner Weichai Power Co., Ltd. pose a significant risk, particularly amidst ongoing U.S.-China tensions. Historical concerns regarding aggressive accounting practices, insider selling, and a board dominated by Chinese executives also contribute to governance risks. The company's reliance on opaque accounting methods and a five-year absence of earnings calls further fuel skepticism among investors. Additionally, Weichai's substantial purchase commitments amplify potential tariff and conflict-related risks.

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The accelerating shift towards battery-electric and fuel cell electric powertrains across the industrial, transportation, and power generation markets, threatening the demand for internal combustion engines.

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Power Solutions International (PSIX) operates within several addressable markets, primarily focused on engines and power systems fueled by natural gas, propane, gasoline, diesel, and biofuels for energy, industrial, and transportation applications.

The key addressable markets for Power Solutions International's products and services include:

  • Global Natural Gas Engine Market: This market was valued at approximately USD 5.56 billion in 2024 and is projected to reach USD 8.28 billion by 2032. Another estimate places the market at USD 5.34 billion in 2023, growing to USD 5.66 billion in 2024, and expected to reach USD 8.97 billion by 2032.
  • North America Natural Gas Engine Market: This market was valued at USD 1,469.12 million in 2022 and is projected to reach USD 2,100.54 million by 2030. In 2025, North America's share of the global gas engine market was approximately 42.10%, with the global market at USD 5.01 billion, indicating a North American market size of around USD 2.11 billion for that year.
  • Global Propane Market: The global propane market size was estimated at USD 137.49 billion in 2024 and is expected to reach USD 163.16 billion by 2033. Another report indicates the market was valued at USD 92.56 billion in 2025 and is projected to reach approximately USD 137.98 billion by 2035.
  • U.S. Propane Market: The U.S. propane market was valued at USD 44.85 billion in 2025 and is projected to reach USD 69.75 billion by 2034.
  • Global Industrial Engines Market: This market was valued at USD 61.6 billion in 2025 and is projected to grow to USD 108.5 billion by 2034. Other estimates include USD 58.9 billion in 2025, expected to reach USD 90.33 billion by 2032.
  • North America Industrial Engines Market: This market generated a revenue of USD 15,377.7 million in 2024 and is expected to reach USD 22,230.6 million by 2030. North America held approximately 26% of the global industrial engines market share in 2025.
  • Global Alternative Fuel Vehicle Market: The global alternative fuel vehicle market size was valued at USD 451.73 billion in 2025 and is predicted to increase to approximately USD 1,314.44 billion by 2035.
  • North America Engines Market (General, including Power Generation): This market, which encompasses power generation, emergency & standby, prime power, and commercial applications, was valued at USD 3.5 billion in 2023 and is expected to reach USD 5.9 billion by 2033.

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Expected Drivers of Future Revenue Growth for Power Solutions International (PSIX)

Over the next 2-3 years, Power Solutions International (PSIX) is expected to drive future revenue growth through several key initiatives and market trends:

  1. Accelerated Growth in the Data Center and AI Infrastructure Market: The most significant driver for PSIX's revenue growth is the surging demand for its power systems, particularly those supporting data centers and artificial intelligence (AI) infrastructure. The company has experienced substantial sales increases in this segment, with its Power Systems segment (which includes data center products) demonstrating significant year-over-year growth and representing a substantial portion of total sales. Management anticipates continued strong sales growth in this critical market.
  2. Strategic Focus on High-Growth and Higher-Margin Markets: PSIX is strategically reallocating its resources to sectors offering higher growth potential and improved margins, such as data centers and oil and gas applications. This strategic pivot involves moving away from certain more mature industrial and transportation markets, aiming to enhance overall revenue growth and profitability.
  3. Expansion of Manufacturing Capacity and Operational Efficiencies: To address the escalating demand, especially from the data center sector, PSIX is actively expanding its manufacturing capacity. Concurrently, the company is implementing targeted measures to improve supply chain performance and reduce manufacturing costs. The acquisition of MTL Manufacturing & Equipment further supports vertical integration in data center services, aiming to enhance the company's competitive position and contribute to margin improvement over time.
  4. Leveraging Strategic Collaboration with Weichai Power Co., Ltd.: The ongoing strategic collaboration with Weichai Power Co., Ltd. provides PSIX with access to Weichai's extensive international manufacturing facilities, supply chain network, and distribution channels, particularly in China and other emerging markets. This alliance is designed to accelerate market penetration for PSIX's product lines, broaden its product portfolio, and ensure product availability while supporting margin improvements.
  5. Launch of New, Advanced and Alternative Fuel Products: PSIX is focused on product innovation to meet evolving market demands and environmental regulations. This includes the planned launch of 40L and 53L engines in 2025 to cater to the high-kilowatt requirements of hyperscale data centers. Additionally, the company is developing and deploying hydrogen-ready and ultra-low-emission gas engines, positioning itself to address the energy transition and OEM decarbonization needs, which could open new revenue streams as demand for cleaner energy solutions grows.

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Outbound Investments

  • Power Solutions International, Inc. acquired MTL Manufacturing & Equipment Inc. for $11.1 million in February 2026.
  • The acquisition of MTL Manufacturing & Equipment Inc. was financed using existing cash reserves and by assuming certain equipment-related debt.
  • This acquisition aims to support PSI’s growth in the data center market by increasing vertical integration, improving supply chain control, and reducing lead times.

Better Bets vs. Power Solutions International (PSIX)

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Peer Comparisons

Peers to compare with:

Financials

PSIXCMICATGNRCWABDEMedian
NamePower So.Cummins Caterpil.Generac Westingh.Deere  
Mkt Price38.92717.78955.92268.20271.86588.47430.17
Mkt Cap0.999.3443.015.746.2158.972.7
Rev LTM71633,89470,7554,32611,50746,31322,700
Op Inc LTM963,85111,6573231,8368,0702,844
FCF LTM262,6717,9013311,5053,7682,088
FCF 3Y Avg501,7458,6874661,4504,3461,598
CFO LTM343,93312,3204991,7677,9332,850
CFO 3Y Avg572,96312,3196131,6738,8232,318

Growth & Margins

PSIXCMICATGNRCWABDEMedian
NamePower So.Cummins Caterpil.Generac Westingh.Deere  
Rev Chg LTM38.6%0.1%11.8%-0.5%9.6%4.2%6.9%
Rev Chg 3Y Avg14.8%4.2%5.0%0.3%10.2%-6.8%4.6%
Rev Chg Q-5.1%2.7%22.2%12.4%13.0%4.5%8.5%
QoQ Delta Rev Chg LTM-0.9%0.7%4.7%2.8%3.0%1.2%2.0%
Op Inc Chg LTM0.9%8.1%-3.9%-41.7%9.9%-14.1%-1.5%
Op Inc Chg 3Y Avg49.3%48.5%8.7%-5.5%20.9%-11.8%14.8%
Op Mgn LTM13.5%11.4%16.5%7.5%16.0%17.4%14.7%
Op Mgn 3Y Avg14.2%8.5%18.7%10.1%15.3%21.0%14.8%
QoQ Delta Op Mgn LTM-1.7%-0.1%-0.0%0.6%-0.1%-0.6%-0.1%
CFO/Rev LTM4.8%11.6%17.4%11.5%15.4%17.1%13.5%
CFO/Rev 3Y Avg11.4%8.7%18.4%14.5%15.7%18.0%15.1%
FCF/Rev LTM3.6%7.9%11.2%7.6%13.1%8.1%8.0%
FCF/Rev 3Y Avg10.1%5.1%13.0%11.0%13.6%8.8%10.6%

Valuation

PSIXCMICATGNRCWABDEMedian
NamePower So.Cummins Caterpil.Generac Westingh.Deere  
Mkt Cap0.999.3443.015.746.2158.972.7
P/S1.32.96.33.64.03.43.5
P/Op Inc9.325.838.048.525.219.725.5
P/EBIT9.324.234.951.224.517.424.3
P/E8.837.147.082.938.233.237.7
P/CFO26.025.236.031.426.220.026.1
Total Yield11.4%3.8%2.8%1.2%3.0%4.1%3.4%
Dividend Yield0.0%1.1%0.6%0.0%0.4%1.1%0.5%
FCF Yield 3Y Avg57.1%3.2%4.4%5.7%4.5%3.4%4.5%
D/E0.20.10.10.10.10.40.1
Net D/E0.10.10.10.10.10.30.1

Returns

PSIXCMICATGNRCWABDEMedian
NamePower So.Cummins Caterpil.Generac Westingh.Deere  
1M Rtn-0.0%6.2%10.6%6.0%4.6%4.2%5.3%
3M Rtn-27.7%32.5%38.1%33.9%14.5%3.4%23.5%
6M Rtn-37.6%45.2%70.8%85.2%28.5%23.1%36.9%
12M Rtn-26.2%131.7%170.1%116.3%36.0%14.0%76.1%
3Y Rtn910.9%224.6%307.8%124.6%166.4%50.5%195.5%
1M Excs Rtn-0.3%6.0%10.4%5.8%4.4%4.0%5.1%
3M Excs Rtn-39.7%20.5%26.1%21.9%2.5%-8.6%11.5%
6M Excs Rtn-50.1%30.8%53.9%60.4%17.7%12.5%24.2%
12M Excs Rtn-50.3%103.3%143.6%89.3%11.3%-9.3%50.3%
3Y Excs Rtn839.9%162.2%249.4%56.9%106.4%-12.5%134.3%

Comparison Analyses

null

Financials

Segment Financials

Revenue by Segment
$ Mil20252024202320222021
Designing, engineering, manufacturing, marketing and selling a broad range of advanced, emission722476459481456
Total722476459481456


Price Behavior

Price Behavior
Market Price$38.92 
Market Cap ($ Bil)0.9 
First Trading Date04/19/2017 
Distance from 52W High-66.4% 
   50 Days200 Days
DMA Price$56.76$59.80
DMA Trenddowndown
Distance from DMA-31.4%-34.9%
 3M1YR
Volatility127.3%102.6%
Downside Capture641.50427.52
Upside Capture284.40281.57
Correlation (SPY)41.7%38.5%
PSIX Betas & Captures as of 5/31/2026

 1M2M3M6M1Y3Y
Beta7.576.544.133.653.452.66
Up Beta8.146.004.764.624.852.06
Down Beta-3.150.93-0.38-0.261.851.58
Up Capture178%315%368%767%849%3263%
Bmk +ve Days13283667141432
Stock +ve Days8172959119172
Down Capture1830%1319%490%309%208%111%
Bmk -ve Days7132757109318
Stock -ve Days12243465130186

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with PSIX
PSIX-30.7%102.5%0.15-
Sector ETF (XLI)26.8%16.2%1.2836.4%
Equity (SPY)24.5%12.4%1.4838.8%
Gold (GLD)24.7%27.5%0.7925.5%
Commodities (DBC)22.7%18.9%0.95-10.9%
Real Estate (VNQ)10.6%13.8%0.499.7%
Bitcoin (BTCUSD)-38.7%42.4%-1.0420.3%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with PSIX
PSIX7.5%107.5%0.75-
Sector ETF (XLI)13.4%17.5%0.6042.3%
Equity (SPY)13.4%17.1%0.6144.5%
Gold (GLD)16.9%18.3%0.7518.8%
Commodities (DBC)7.5%19.4%0.295.6%
Real Estate (VNQ)1.9%18.9%0.0017.1%
Bitcoin (BTCUSD)12.3%54.2%0.4221.7%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with PSIX
PSIX-4.9%118.8%0.44-
Sector ETF (XLI)14.1%20.0%0.6223.8%
Equity (SPY)15.2%18.0%0.7223.1%
Gold (GLD)12.4%16.1%0.6311.3%
Commodities (DBC)5.9%18.0%0.264.9%
Real Estate (VNQ)5.3%20.7%0.2210.6%
Bitcoin (BTCUSD)60.4%66.8%1.0010.2%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date5292026
Short Interest: Shares Quantity1.8 Mil
Short Interest: % Change Since 51520269.8%
Average Daily Volume0.7 Mil
Days-to-Cover Short Interest2.4 days
Basic Shares Quantity23.0 Mil
Short % of Basic Shares7.6%

Earnings Returns History

Updated 6/12/2026
Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/11/2026-39.2%-37.7%-38.7%
3/2/2026-29.0%-39.0%-29.0%
11/6/2025-19.1%-28.3%-21.6%
8/8/2025-3.4%-14.1%-6.9%
5/8/20259.4%24.0%72.6%
11/7/20240.0%0.0%0.0%
8/12/20240.0%0.0%0.0%
5/7/20240.0%0.0%0.0%
...
SUMMARY STATS   
# Positive181818
# Negative444
Median Positive0.0%0.0%0.0%
Median Negative-24.1%-33.0%-25.3%
Max Positive9.4%24.0%72.6%
Max Negative-39.2%-39.0%-38.7%
Collapse to Preview
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
5/11/2026-39.2%-37.7%-38.7%
3/2/2026-29.0%-39.0%-29.0%
11/6/2025-19.1%-28.3%-21.6%
8/8/2025-3.4%-14.1%-6.9%
5/8/20259.4%24.0%72.6%
11/7/20240.0%0.0%0.0%
8/12/20240.0%0.0%0.0%
5/7/20240.0%0.0%0.0%
3/14/20240.0%0.0%0.0%
11/9/20230.0%0.0%0.0%
8/14/20230.0%0.0%0.0%
5/11/20230.0%0.0%0.0%
11/14/20220.0%0.0%0.0%
8/11/20220.0%0.0%0.0%
5/16/20220.0%0.0%0.0%
3/31/20220.0%0.0%0.0%
11/15/20210.0%0.0%0.0%
8/11/20210.0%0.0%0.0%
6/1/20210.0%0.0%0.0%
3/31/20210.0%0.0%0.0%
11/16/20200.0%0.0%0.0%
8/14/20200.0%0.0%0.0%
SUMMARY STATS   
# Positive181818
# Negative444
Median Positive0.0%0.0%0.0%
Median Negative-24.1%-33.0%-25.3%
Max Positive9.4%24.0%72.6%
Max Negative-39.2%-39.0%-38.7%

SEC Filings

Expand for More
Report DateFiling DateFiling
03/31/202605/11/202610-Q
12/31/202503/02/202610-K
09/30/202511/06/202510-Q
06/30/202508/08/202510-Q
03/31/202505/08/202510-Q
12/31/202403/24/202510-K
09/30/202411/07/202410-Q
06/30/202408/12/202410-Q
03/31/202405/07/202410-Q
12/31/202303/14/202410-K
09/30/202311/09/202310-Q
06/30/202308/14/202310-Q
03/31/202305/11/202310-Q
12/31/202204/14/202310-K
09/30/202211/14/202210-Q
06/30/202208/11/202210-Q
Collapse to Preview
Report DateFiling DateFiling
03/31/202605/11/202610-Q
12/31/202503/02/202610-K
09/30/202511/06/202510-Q
06/30/202508/08/202510-Q
03/31/202505/08/202510-Q
12/31/202403/24/202510-K
09/30/202411/07/202410-Q
06/30/202408/12/202410-Q
03/31/202405/07/202410-Q
12/31/202303/14/202410-K
09/30/202311/09/202310-Q
06/30/202308/14/202310-Q
03/31/202305/11/202310-Q
12/31/202204/14/202310-K
09/30/202211/14/202210-Q
06/30/202208/11/202210-Q
03/31/202205/16/202210-Q
12/31/202103/31/202210-K
09/30/202111/12/202110-Q
06/30/202108/11/202110-Q
03/31/202105/12/202110-Q
12/31/202003/30/202110-K
09/30/202011/16/202010-Q
06/30/202008/14/202010-Q
03/31/202006/30/202010-Q
12/31/201905/04/202010-K
09/30/201905/04/202010-Q
06/30/201905/04/202010-Q

Insider Activity

Updated 4/26/2026
Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Weichai, America CorpSee Explanation of ResponsesSell915202593.4679,8397,461,417990,608,847Form
2He, Hong DirectSell912202594.001,500141,0001,762,500Form
3He, Hong DirectSell912202595.001,00095,0001,923,750Form
4Weichai, America CorpSee Explanation of ResponsesSell912202592.4236,5543,378,488987,057,393Form
5Xykis, ConstantineCEODirectSell911202591.317,854  Form
Collapse to Preview
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Weichai, America CorpSee Explanation of ResponsesSell915202593.4679,8397,461,417990,608,847Form
2He, Hong DirectSell912202594.001,500141,0001,762,500Form
3He, Hong DirectSell912202595.001,00095,0001,923,750Form
4Weichai, America CorpSee Explanation of ResponsesSell912202592.4236,5543,378,488987,057,393Form
5Xykis, ConstantineCEODirectSell911202591.317,854  Form
6He, Hong DirectSell911202591.444,000365,7751,943,180Form
7He, Hong DirectSell910202589.001,00089,0002,247,250Form
8Weichai, America CorpSee Explanation of ResponsesSell828202583.2894,0477,832,204892,437,680Form
9Weichai, America CorpSee Explanation of ResponsesSell827202591.0051,4264,679,927983,761,872Form
10Simpkins, Frank P DirectSell827202591.6410,000916,3802,290,950Form
11Li, XunCFODirectSell827202592.368,000738,89220,412Form
12Li, XunCFODirectBuy827202592.8230027,84648,359Form
13Weichai, America CorpSee Explanation of ResponsesSell826202588.2887,2107,698,957958,871,499Form
14Weichai, America CorpSee Explanation of ResponsesSell825202582.2742,3143,481,022900,721,537Form
15Weichai, America CorpSee Explanation of ResponsesSell822202580.5015,8021,272,015884,755,172Form
16Weichai, America CorpSee Explanation of ResponsesSell821202581.0879,6706,459,804892,465,698Form
17Weichai, America CorpSee Explanation of ResponsesSell820202585.01125,22010,645,177942,493,561Form
18Weichai, America CorpSee Explanation of ResponsesSell819202583.16116,1379,658,003932,381,505Form
19Weichai, America CorpSee Explanation of ResponsesSell818202584.98135,84611,543,627962,604,407Form
20Weichai, America CorpSee Explanation of ResponsesSell815202589.83162,11314,562,3441,029,776,431Form
21He, Hong DirectSell815202590.032,500225,0652,363,182Form
22Weichai, America CorpSee Explanation of ResponsesSell814202593.81123,82211,615,1541,090,573,987Form
23Xykis, ConstantineCEODirectSell814202595.8526,0052,492,596752,811Form
24Simpkins, Frank P DirectSell814202594.905,000474,5243,321,665Form
25Winemaster, Gary SDirectSell415202523.272,00046,54868,524,902Form
Core Cache Last Updated: 6/17/2026